Clozd
Clozd provides world-class consulting services for win-loss analysis. We help our clients to design and execute effective win-loss programs, customized to their unique needs. Our experienced team of win-loss consultants can help to design your program, conduct in-depth buyer interviews, administer surveys, analyze program findings, develop summary reports, code systems integrations, and more. Clozd offers innovative software, called The Clozd Platform, that powers continuous win-loss analysis for your entire sales pipeline. First, the platform integrates with your CRM to monitor your closed opportunities. Next, it automates win-loss data collection from reps and buyers using a combination of interviews and surveys. Finally, it synthesizes the data, surfaces critical insights about why you win and lose, and shares them with stakeholders across your business.
Learn more
Klue
Klue is the competitive enablement platform built to collect, curate, and deliver competitive and market intelligence across every department of every business. Staying on top of the competition is easy with Klue. Klue tracks relevant news and data and combines it with internal sources. Deeper competitive intelligence gives you the edge against top rivals and growing threats. Never pull your hair out managing document versions again. Update sales battlecards effortlessly, collaborate seamlessly, and deliver consumable competitive strategies in the tools your Sales reps use every day. Arm reps with sales strategies to be more effective in closing deals. Easily searchable sales battlecards give tactics to handle objections, deposition competitors, and leverage strengths. Fuel better decision-making across the organization. Klue makes it easy to collect, curate, and deliver intel to multiple teams. Whether by email, web, mobile, or Salesforce, Klue works where you do.
Learn more
Fletcher/CSI
Many companies conduct ad-hoc internal reviews of some of their bids, but a successful Win/Loss program is more comprehensive. Win/Loss analysis is an ongoing, systematic analysis of why a company’s deals are won and lost. The process is simple, but the results are powerful because they help decision-makers implement company-wide changes. Analysts conduct qualitative and quantitative interviews with decision-makers at prospect companies, for both won and lost deals. Our interview guides result in objective insights related to purchasing decision processes, solution capabilities and features, sales team effectiveness, pricing, and contracting. We regularly provide clients with individual reports for each deal so they can understand the nuances of each individual case. In the end, we deliver a summary report that analyzes trends across multiple deals over time. The aggregation of several deals over time lets us deliver recommendations about value proposition, product features, etc.
Learn more
BidBook
Manage your Bids, Revenue and Projects with BidBook for Salesforce CRM. Manages relationships that drive new project demand. Submits Proposal Estimates. Manages follow-up tasks. Views estimation queue. Works or uploads estimates. Invites approved suppliers to bid on scopes of work. Manages suppliers bid process and overall budget. Produces proposal documentation. Collaborates with the team. Uses BidBook to aggregate all inbound bidding opportunity. Collects files, drawings, and addendums necessary. Assigns bids to sales and estimation to pursue. Views pending demand for projects, revenue schedules, profit analysis, and win/loss performance. Approves purchase orders. Initiates invoices.
Learn more
